DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ali Rose Boop-Nilsen | Bellevue, Wa | Sep 10, 2026 | Aug 28, 2026 |
| Sean Charles Price | Bellevue, Wa | Sep 10, 2026 | Aug 28, 2026 |
| Jennifer Eileen Gonzales | Bellevue, Wa | Sep 11, 2026 | Aug 28, 2026 |
The rule
- Registrations ended
- Sep 10, 2026 to Sep 11, 2026
- Registered next
- Aug 28, 2026
- Branch state
- WA
- Cities
- 1, most in Bellevue, Wa
- Registered there that day
- 14,676 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape